Markets: Job openings fell in September according to the latest JOLTS report out today, while our “Take this job and shove it indicator” also declined. Even still, as much as the US labor market continues to cool, it remains in decent shape. This is overall bullish for US equities as some weakness allows the Fed to keep cutting rates, but…
The Federal Reserve has not yet begun easing, but “Easing” is a multi-dimensional event, and increasingly, the outlines of...
Please click the following link to be directed to our latest YouTube video where we discuss our concluding thoughts...
Our new Fed forecast simply brings forward our call for lower equity valuations and raises the risk in the...
To take a page out of last weekend’s Research Report, let’s highlight the theme centered on the probability of...
Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while...
1Q 2019 Market Letter The bull market that began in early March 2009 passed its 10th birthday last month,...
The Leuthold Group The Major Trend Index was unchanged at a High Neutral reading of +1 for the week...
After a significant 1-week drawdown in the major averages 2 weeks ago, the market had an even greater resurgence...
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